While many investors may see inflation as the biggest threat to their holdings, some are more worried about the possibility of the Fed exiting bonds, portends an article in The…
Tag: interest rates
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…
Why Aren’t Stocks Scared Of The Rates Move?
Analysts are scratching their heads trying to figure out why stocks aren’t more freaked out by the sudden move in short end of the rates curve lately, sounding the alarm…
Low Interest Rates Might Not Last Forever
A new book by Charles Goodhart (London School of Economics) and Manoj Pradhan (Talking Heads Macro) argues that the prolonged period of near-zero interest rates may be coming to an…
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…